Francis Chou - Chou Associates
As of Q2 2026, Francis Chou reported 31 long-equity positions worth $216.59M in aggregate.
Copy-investor backtest
- Latest quarter
- +2.11%
- 1-year
- +14.39%
- 3-year
- +45.08%
- 5-year
- +16.55%
- 3-year vs S&P 500
- -27.31%
- 5-year vs S&P 500
- -56.68%
- 5-year top 5
- +21.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 4 of 31 rows. Rows without a quote are marked unavailable.
| 1 | KG | KING PHARMACEUTICALS INC COM | 20.04% | - | 7,236,100 | $88.79M | No quote | No quote |
| 2 | - | LEVEL 3 COMMUNICATIONS INC NOTE 15.000% 1/1CUSIP 52729NBM1 | 13.22% | - | 47,800,000 | $58.6M | No quote | No quote |
| 3 | BVF | BIOVAIL CORP COM | 7.05% | - | 2,237,200 | $31.23M | No quote | No quote |
| 4 | OSTK | OVERSTOCK COM INC DEL COM | 6.79% | - | 2,219,709 | $30.1M | No quote | No quote |
| 5 | WPI | WATSON PHARMACEUTICALS INC COM | 6.31% | - | 705,400 | $27.94M | No quote | No quote |
| 6 | SHLD | SEARS HLDGS CORP COM | 6.28% | - | 333,700 | $27.85M | No quote | No quote |
| 7 | SNY | SANOFI AVENTIS SPONSORED ADR | 4.52% | - | 510,000 | $20.03M | $39.27 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 4.25% | - | 190 | $18.85M | No quote | No quote |
| 9 | RCNI | RCN CORP COM NEW | 4.16% | - | 1,700,884 | $18.46M | No quote | No quote |
| 10 | FSR | FLAGSTONE REINSURANCE HLDGS SHS | 3.70% | - | 1,500,000 | $16.41M | No quote | No quote |
| 11 | S | SPRINT NEXTEL CORP COM SER 1 | 3.30% | - | 4,000,000 | $14.64M | No quote | No quote |
| 12 | ICO | INTERNATIONAL COAL GRP INC N COM | 2.61% | - | 3,000,000 | $11.58M | No quote | No quote |
| 13 | UTSI | UTSTARCOM INC COM | 2.27% | - | 4,597,051 | $10.07M | No quote | No quote |
| 14 | ODP | OFFICE DEPOT INC COM | 2.14% | - | 1,472,053 | $9.5M | No quote | No quote |
| 15 | - | OVERSTOCK COM INC DEL NOTE 3.750% 12/0CUSIP 690370AB7 | 2.04% | - | 10,120,000 | $9.05M | No quote | No quote |
| 16 | Q | QWEST COMMUNICATIONS INTL IN COM | 1.90% | - | 2,000,000 | $8.42M | $4.21 | No quote |
| 17 | MEG | MEDIA GEN INC CL A | 1.68% | - | 949,082 | $7.44M | No quote | No quote |
| 18 | MNI | MCCLATCHY CO CL A | 1.42% | - | 1,777,601 | $6.29M | No quote | No quote |
| 19 | GCI | GANNETT INC COM | 1.08% | - | 323,035 | $4.8M | No quote | No quote |
| 20 | KSWS | K-SWISS INC CL A | 1.06% | - | 472,720 | $4.7M | No quote | No quote |
| 21 | MNKD | MANNKIND CORP COM | 0.87% | - | 438,989 | $3.85M | No quote | No quote |
| 22 | CHT | CHUNGHWA TELECOM CO LTD SPONS ADR NEW 09 | 0.76% | - | 181,623 | $3.37M | No quote | No quote |
| 23 | SKM | SK TELECOM LTD SPONSORED ADR | 0.62% | - | 170,000 | $2.76M | No quote | No quote |
| 24 | - | MANNKIND CORP NOTE 3.750% 12/1CUSIP 56400PAA0 | 0.62% | - | 4,000,000 | $2.74M | No quote | No quote |
| 25 | - | PINNACLE AIRL CORP NOTE 3.250% 2/1CUSIP 723443AB3 | 0.49% | - | 2,200,000 | $2.15M | No quote | No quote |
| 26 | - | EXPRESSJET HOLDINGS INC NOTE 11.250% 8/0CUSIP 30218UAB4 | 0.44% | - | 2,000,000 | $1.93M | No quote | No quote |
| 27 | RYAAY | RYANAIR HLDGS PLC SPONSORED ADR | 0.12% | - | 20,000 | $536K | $26.80 | No quote |
| 28 | - | AMERICREDIT CORP NOTE 0.750% 9/1CUSIP 03060RAP6 | 0.10% | - | 485,000 | $449K | No quote | No quote |
| 29 | CRYP | CRYPTOLOGIC LIMITED SHS | 0.05% | - | 60,000 | $221K | No quote | No quote |
| 30 | NOK | NOKIA CORP SPONSORED ADR | 0.04% | - | 15,000 | $193K | $12.87 | No quote |
| 31 | UTMD | UTAH MED PRODS INC COM | 0.04% | - | 6,535 | $192K | No quote | No quote |